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BK

Brenden Todd King

CFP®
PARALLEL ADVISORS
FISHERS, IN
·CRD# 6685362·10 years experience

Professional Summary

Brenden Todd King, CFP®, who also goes by Brenden T King, Brenden Todd King, is a registered financial advisor currently at PARALLEL ADVISORS, LLC located in Fishers, Indiana. Brenden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brenden has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brenden T King, Brenden Todd King

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2019

Years of Experience

10 years in the financial services industry

Current & Past Employments

PARALLEL ADVISORS, LLC·CRD# 140800
RIA
Fishers, IN
July 22, 2025 - Present
REVIVAL WEALTH MANAGEMENT·CRD# 334899
RIA
Fishers, IN
February 13, 2025 - September 2, 2025
BEAUMONT FINANCIAL PARTNERS·CRD# 322925
RIA
Indianapolis, IN
September 12, 2023 - November 6, 2024
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Indianapolis, IN
January 9, 2019 - January 9, 2019
SCHWAB WEALTH ADVISORY, INC.·CRD# 159035
RIA
Indianapolis, IN
January 9, 2019 - July 31, 2023
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Indianapolis, IN
January 9, 2019 - July 31, 2023
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Highland Park, IL
September 29, 2016 - July 6, 2018

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Current Firm

PA
PARALLEL ADVISORS, LLC

PARALLEL ADVISORS, LLC

CRD#: 140800 / SEC#: 801-68107
RIA
Registered Investment Advisory firm - SEC (6/26/2007 Approved)
California
Registered Investment Advisory firm - California (7/12/2007 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

150 Spear Street Suite 1600, San Francisco, CA 94105

Phone Number

(866) 627-6984

# of Employees

137

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,242

AUM (Assets Under Management)

$10,307,545,581

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Brenden King is the CEO & 100% sole owner of the tax advisory firm 2A Asset Management. 2A Asset Management: 11439 Stones Ct. Unit 103 Fishers, Indiana 46037 As an Enrolled Agent Brenden King operates as a tax advisor for the firm. The firm is in association with Revival Wealth Management providing tax advisory services that go beyond financial planning. These services include tax preparation for small businesses and individuals. The firm charges a fee for its services based off of the complexity and time spent on the returns. The nature of the business is seasonal, but Brenden King devotes 5 hours/week to tax planning and preparation. 2A Asset Management was established in on 11/12/2024.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PARALLEL ADVISORS, LLC

PARALLEL ADVISORS, LLC

CRD#: 140800 / SEC#: 801-68107
RIA
Registered Investment Advisory firm - SEC (6/26/2007 Approved)
California
Registered Investment Advisory firm - California (7/12/2007 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Indiana
(7/22/2025)
IAR
Texas
(7/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2017About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2016About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Brenden Todd King's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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